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Evolve Private Wealth’s CSX Corp CSX Stock Holding History

Evolve Private Wealth’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Sell
14,585
-20,938
-59% -$945K 0.04% 402
2026
Q1 		$1.46M Buy
35,523
+301
+0.9% +$11.8K 0.08% 242
2025
Q4 		$1.28M Buy
+35,222
New +$1.26M 0.08% 238

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Evolve Private Wealth's CSX Position: Q2 2026 in Review

Evolve Private Wealth reduced its CSX Corp (CSX) stake by 59% in Q2 2026, selling an estimated $945K and leaving 14,585 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #402.

Evolve Private Wealth first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2026. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Evolve Private Wealth held 14,585 shares of CSX Corp worth $693K as of Q2 2026.
  • Evolve Private Wealth sold 20,938 CSX Corp shares in Q2 2026, an estimated $945K.
  • CSX Corp made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #402 holding.
  • Evolve Private Wealth first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's CSX Corp position peaked at $1.46M in Q1 2026.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.